CANARA ROBECO FLEXICAP FUND vs IB01-Groww Large Cap Fund

Canara Robeco vs Groww· Portfolio Overlap Analysis

52.9%High Overlap
26 common stocksRank #7663 / 20,000

Investor takeaway: At 52.9% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (26)

StockWt% in CANARA ROBECO FLEXICAPWt% in IB01-Groww Large CapOverlap
HDFC Bank Ltd
Banks
7.60%7.80%7.60%
ICICI Bank Ltd
Banks
6.59%8.30%6.59%
Reliance Industries Ltd
Petroleum Products
3.85%4.31%3.85%
State Bank of India
Banks
3.50%4.64%3.50%
Larsen & Toubro Ltd
Construction
3.35%6.74%3.35%
Bharti Airtel Ltd
Telecom - Services
3.31%4.13%3.31%
Mahindra & Mahindra Ltd
Automobiles
2.67%2.60%2.60%
Bajaj Finance Ltd
Finance
2.57%3.32%2.57%
Axis Bank Ltd
Banks
2.29%2.61%2.29%
Infosys Ltd
IT - Software
2.93%2.03%2.03%
Eternal Ltd
Retailing
1.87%2.04%1.87%
Bharat Electronics Ltd
Aerospace & Defense
1.67%2.35%1.67%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.60%1.54%1.54%
Maruti Suzuki India Ltd
Automobiles
1.35%1.92%1.35%
Ultratech Cement Ltd
Cement & Cement Products
1.21%2.48%1.21%
Cholamandalam Investment and Finance Co Ltd
Finance
1.16%2.45%1.16%
NTPC Ltd
Power
1.40%1.07%1.07%
Cummins India Ltd
Industrial Products
1.02%3.39%1.02%
J.K. Cement Ltd
Cement & Cement Products
1.23%0.98%0.98%
Max Healthcare Institute Ltd
Healthcare Services
1.37%0.93%0.93%
Samvardhana Motherson International Ltd
Auto Components
0.93%1.18%0.93%
Hindustan Unilever Ltd
Diversified FMCG
0.59%1.15%0.59%
Coforge Ltd
IT - Software
0.43%0.52%0.43%
Kotak Mahindra Bank Ltd
Banks
0.31%2.47%0.31%
Persistent Systems Ltd
IT - Software
0.16%0.37%0.16%
Kwality Wall’s India Ltd
Food Products
0.01%0.01%0.01%

Unique to CANARA ROBECO FLEXICAP

All top holdings are shared with the other fund.

Unique to IB01-Groww Large Cap

  • Torrent Pharmaceuticals Limited2.61%

Sector Overlap Breakdown

Banks
20.3% (5)
Automobiles
4.0% (2)
Petroleum Products
3.9% (1)
Finance
3.7% (2)
Construction
3.4% (1)
Telecom - Services
3.3% (1)
IT - Software
2.6% (3)
Cement & Cement Products
2.2% (2)
Retailing
1.9% (1)
Aerospace & Defense
1.7% (1)
Pharmaceuticals & Biotechnology
1.5% (1)
Power
1.1% (1)
Industrial Products
1.0% (1)
Healthcare Services
0.9% (1)
Auto Components
0.9% (1)
Diversified FMCG
0.6% (1)
Food Products
0.0% (1)

More comparisons for CANARA ROBECO FLEXICAP

More comparisons for IB01-Groww Large Cap

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.